GIM

Gold Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 30.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$699K
3
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

1
+$912K
2
+$584K
3
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
51
Lam Research
LRCX
$268B
$2.52M 0.81%
14,736
IMO icon
52
Imperial Oil
IMO
$57.4B
$2.45M 0.78%
28,408
+86
DLR icon
53
Digital Realty Trust
DLR
$61.8B
$2.33M 0.75%
15,091
+125
XLK icon
54
State Street Technology Select Sector SPDR ETF
XLK
$86.8B
$2.22M 0.71%
15,409
-309
ORCL icon
55
Oracle
ORCL
$445B
$2.21M 0.7%
11,320
-3,829
ASML icon
56
ASML
ASML
$527B
$2.06M 0.66%
1,927
SOXX icon
57
iShares Semiconductor ETF
SOXX
$20.4B
$1.97M 0.63%
6,526
-94
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.9M 0.61%
3,778
ABBV icon
59
AbbVie
ABBV
$411B
$1.84M 0.59%
8,068
-4
IVZ icon
60
Invesco
IVZ
$11B
$1.76M 0.56%
67,142
-1,798
GOOG icon
61
Alphabet (Google) Class C
GOOG
$3.64T
$1.76M 0.56%
5,601
TAK icon
62
Takeda Pharmaceutical
TAK
$56.1B
$1.69M 0.54%
108,282
+4,407
MRK icon
63
Merck
MRK
$287B
$1.69M 0.54%
16,013
+190
V icon
64
Visa
V
$615B
$1.61M 0.51%
4,599
BBU
65
Brookfield Business Partners
BBU
$3.03B
$1.6M 0.51%
45,074
+804
KLAC icon
66
KLA
KLAC
$187B
$1.53M 0.49%
1,258
TU icon
67
Telus
TU
$21.5B
$1.49M 0.48%
113,415
-841
MAA icon
68
Mid-America Apartment Communities
MAA
$15.7B
$1.47M 0.47%
10,573
+513
PFE icon
69
Pfizer
PFE
$151B
$1.38M 0.44%
55,392
+1,394
NOC icon
70
Northrop Grumman
NOC
$105B
$1.31M 0.42%
2,306
ABT icon
71
Abbott
ABT
$193B
$1.31M 0.42%
10,437
+13
AAPL icon
72
Apple
AAPL
$3.82T
$1.3M 0.42%
4,800
+2
CCK icon
73
Crown Holdings
CCK
$12.2B
$1.25M 0.4%
+12,119
VTR icon
74
Ventas
VTR
$40.4B
$1.22M 0.39%
15,721
-514
OMC icon
75
Omnicom Group
OMC
$26.3B
$1.14M 0.36%
14,067
-699
1 2
3
4 5